BITOPROSHARES TR
CUSIP 74347G440 · Yahoo Finance ↗ · Google Finance ↗
Proshares Tr (BITO) has 207 institutional holders in Filings Flow’s 13F database, together reporting 16.60M shares worth $75M as of Q1 2026. The largest reported holders are Graham Capital Management, L.P., Wolverine Trading, LLC, and Susquehanna International Group, LLP.
Institutional Holders
207
Q1 2026
Reported Value
$75M
Ticker
BITO
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Fielder Capital Group LLC$459M AUM | 1.27% | $6M | 624.6K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 1.21% | $2M | 261.1K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 1.02% | $3M | 315.1K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.73% | $30M | 2.50M | Q4 2025OLDER |
| MFA WEALTH ADVISORS, LLC$508M AUM | 0.58% | $3M | 314.8K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.42% | $1M | 54.7K | Q3 2025OLDER |
| LFG Wealth Partners, LLC$166M AUM | 0.40% | $667,458 | 71.7K | Q2 2026 |
| Faithward Advisors, LLC$701M AUM | 0.34% | $2M | 256.7K | Q1 2026OLDER |
| Stegent Equity Advisors, Inc.$117M AUM | 0.25% | $303,820 | 15.4K | Q3 2025OLDER |
| Quinn Opportunity Partners LLC$1.9B AUM | 0.23% | $3M | 165.0K | Q3 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.20% | $2M | 188.7K | Q1 2026OLDER |
| Cannon Advisors, Inc.$135M AUM | 0.16% | $214,891 | 23.1K | Q1 2026OLDER |
| Greenland Capital Management LP$787M AUM | 0.14% | $1M | 73.3K | Q3 2025OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.14% | $464,285 | 49.9K | Q1 2026OLDER |
| INTEGRITY WEALTH ADVISORS, INC.$168M AUM | 0.13% | $363,588 | 18.5K | Q3 2025OLDER |
| Scientech Research LLC$120M AUM | 0.11% | $167,443 | 13.8K | Q4 2025OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.10% | $291,110 | 23.9K | Q1 2026OLDER |
| Millington Financial Advisors, LLC$237M AUM | 0.09% | $191,926 | 10.0K | Q3 2025OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.08% | $260,202 | 14.2K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.08% | $273,001 | 13.9K | Q3 2025OLDER |
| Silverleafe Capital Partners, LLC$367M AUM | 0.07% | $222,699 | 11.3K | Q3 2025OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.07% | $228,701 | 11.6K | Q3 2025OLDER |
| Leo H. Evart, Inc.$117M AUM | 0.07% | $78,074 | 8.4K | Q1 2026OLDER |
| Prairie Wealth Advisors, Inc.$231M AUM | 0.07% | $152,043 | 0 | Q1 2026OLDER |
| J HAGAN CAPITAL, INC.$185M AUM | 0.06% | $108,050 | 11.6K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.06% | $177,864 | 14.6K | Q4 2025OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 0.06% | $179,344 | 19.3K | Q1 2026OLDER |
| Grant Private Wealth Management Inc$237M AUM | 0.06% | $105,407 | 11.3K | Q1 2026OLDER |
| CPA Asset Management Group, LLC$347M AUM | 0.05% | $174,185 | 21.8K | Q2 2026 |
| StoneX Group Inc.$1.9B AUM | 0.05% | $885,623 | 95.1K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.05% | $994,241 | 106.8K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.04% | $1M | 108.5K | Q1 2026OLDER |
| Cypress Capital Management LLC (WY)$108M AUM | 0.04% | $48,412 | 5.2K | Q1 2026OLDER |
| Somerset Trust Co$354M AUM | 0.04% | $144,305 | 15.5K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.04% | $301,904 | 32.4K | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 0.04% | $153,462 | 16.5K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.04% | $353,780 | 38.0K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.04% | $315,902 | 16.1K | Q3 2025OLDER |
| Crumly & Associates Inc.$522M AUM | 0.04% | $181,117 | 19.5K | Q1 2026OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.03% | $250,250 | 12.7K | Q3 2025OLDER |
| Ignite Planners, LLC$648M AUM | 0.03% | $197,595 | 10.0K | Q3 2025OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.03% | $401,811 | 43.2K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.03% | $159,853 | 17.2K | Q1 2026OLDER |
| Wealth Management Nebraska$987M AUM | 0.03% | $273,074 | 29.3K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.03% | $416,651 | 45.5K | Q1 2026OLDER |
| MEANS INVESTMENT CO., INC.$1.1B AUM | 0.03% | $294,492 | 31.6K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.02% | $934,216 | 76.8K | Q4 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.02% | $11M | 1.18M | Q1 2026OLDER |
| United Capital Management of KS, Inc.$660M AUM | 0.02% | $151,845 | 16.3K | Q1 2026OLDER |
| Clare Market Investments LLC$478M AUM | 0.02% | $108,462 | 11.7K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.02% | $172,049 | 18.5K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $546,273 | 27.8K | Q3 2025OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.02% | $161,994 | 17.4K | Q1 2026OLDER |
| RK Capital Management, LLC/FL$2.6B AUM | 0.02% | $452,298 | 48.6K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.01% | $216,410 | 9.5K | Q4 2025OLDER |
| Triumph Capital Management$491M AUM | 0.01% | $71,827 | 7.7K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.01% | $119,391 | 12.8K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $10M | 859.9K | Q4 2025OLDER |
| VILLERE ST DENIS J & CO LLC$907M AUM | 0.01% | $117,968 | 12.7K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.01% | $15M | 768.8K | Q3 2025OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.01% | $193,278 | 19.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $811,783 | 87.2K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.01% | $15,110 | 1.6K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.01% | $111,783 | 12.0K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $483,244 | 24.6K | Q3 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $602,886 | 64.8K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $418,950 | 45.0K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.01% | $129,139 | 10.6K | Q4 2025OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.01% | $319,188 | 26.2K | Q4 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $562,530 | 170.7K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.01% | $127,680 | 10.5K | Q4 2025OLDER |
| HOEY INVESTMENTS, INC$693M AUM | 0.01% | $57,108 | 6.1K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.01% | $4M | 460.3K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $464,783 | 49.9K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.01% | $45,541 | 3.7K | Q4 2025OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.01% | $136,167 | 14.6K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.01% | $97,681 | 10.5K | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.01% | $27,963 | 1.3K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.01% | $116,654 | 12.5K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $309,873 | 25.5K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $676,270 | 34.4K | Q3 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.01% | $3M | 375.9K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.01% | $7,531 | 809 | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $470,676 | 50.6K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.01% | $93,900 | 10.1K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $4M | 293.5K | Q4 2025OLDER |
| Marathon Trading Investment Management LLC$3.7B AUM | 0.01% | $200,184 | 21.5K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $154,877 | 16.6K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.01% | $377,021 | 40.5K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $666,541 | 33.9K | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $190,939 | 20.5K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.00% | $205,995 | 10.5K | Q3 2025OLDER |
| DAGCO, INC.$461M AUM | 0.00% | $22,126 | 2.4K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.00% | $11,066 | 910 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $222,853 | 23.9K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.00% | $144,534 | 15.5K | Q1 2026OLDER |
| Dougherty Wealth Advisers LLC$158M AUM | 0.00% | $6,983 | 750 | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $5,697 | 714 | Q2 2026 |
| Quattro Advisors LLC$115M AUM | 0.00% | $5,043 | 415 | Q4 2025OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $13,946 | 1.5K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $19,907 | 2.5K | Q2 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $287,118 | 14.6K | Q3 2025OLDER |
| Mosley Wealth Management$221M AUM | 0.00% | $7,400 | 376 | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.00% | $96,321 | 10.3K | Q1 2026OLDER |
| Cedar Wealth Management, LLC$344M AUM | 0.00% | $10,555 | 868 | Q4 2025OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.00% | $3,125 | 336 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $107,482 | 11.5K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.00% | $122,860 | 10.1K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.00% | $126,300 | 13.6K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.00% | $613,721 | 31.2K | Q3 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $192,902 | 15.9K | Q4 2025OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.00% | $93,705 | 10.1K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $38,532 | 3.2K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $719,954 | 77.3K | Q2 2026 |
| Brookstone Capital Management$8.7B AUM | 0.00% | $223,662 | 24.0K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $226,323 | 24.3K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.00% | $80,745 | 10.1K | Q2 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $279,712 | 30.0K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $5,884 | 632 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $13M | 1.41M | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $170,177 | 18.3K | Q1 2026OLDER |
| STANCE CAPITAL LLC$206M AUM | 0.00% | $3,873 | 416 | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.00% | $124,720 | 11.7K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.00% | $2,793 | 300 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $648,185 | 69.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $188,959 | 20.2K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $107,060 | 11.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $436,151 | 46.8K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $14M | 1.54M | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $2,321 | 249 | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.00% | $170,978 | 18.4K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $14,896 | 1.6K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $13M | 1.36M | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $87,271 | 9.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $10M | 1.11M | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $96,978 | 10.4K | Q1 2026OLDER |
| Perkins Coie Trust Co$603M AUM | 0.00% | $7,980 | 1.0K | Q2 2026 |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $11,405 | 1.2K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $107,481 | 11.5K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $22,617 | 2.4K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $13,090 | 1.0K | Q4 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $117,759 | 12.6K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.00% | $2,539 | 318 | Q2 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $209,683 | 22.5K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $17,233 | 876 | Q3 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $14,846 | 1.6K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $6,164 | 313 | Q3 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $16,869 | 1.8K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.00% | $1,862 | 200 | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $31,183 | 3.3K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.00% | $1,021 | 84 | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $663,880 | 71.3K | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.00% | $1,984 | 213 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $832,885 | 89.5K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $208,627 | 22.4K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $195,423 | 21.0K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $4,457 | 96 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $1M | 116.3K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $5,019 | 255 | Q3 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $35,388 | 3.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $580,315 | 62.3K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $111,415 | 12.0K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $35,819 | 3.8K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $179,360 | 19.3K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $141,443 | 11.6K | Q4 2025OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $13,611 | 1.5K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $68,440 | 7.4K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $361,277 | 38.8K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $953 | 102 | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.00% | $875 | 94 | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $4,605 | 234 | Q3 2025OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.00% | $960 | 103 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $192,106 | 20.6K | Q1 2026OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $450,346 | 37.0K | Q4 2025OLDER |
| Groupe la Francaise$7.3B AUM | 0.00% | $34,936 | 2.1K | Q3 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $234,138 | 25.1K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $522,940 | 56.2K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $6,889 | 736 | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 0.00% | $547 | 45 | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $5,158 | 554 | Q1 2026OLDER |
| Miller Global Investments, LLC$121M AUM | 0.00% | $383 | 48 | Q2 2026 |
| Trust Co$1.1B AUM | 0.00% | $3,058 | 328 | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.00% | $1,918 | 206 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $187,423 | 15.4K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $15,036 | 1.6K | Q2 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $186,908 | 14.5K | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $43,795 | 4.7K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $4,330 | 220 | Q3 2025OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $14,282 | 1.5K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $53,584 | 5.8K | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.00% | $608 | 50 | Q4 2025OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $140,000 | 15.0K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $1,835 | 230 | Q2 2026 |
| Integrity Financial Corp /WA$201M AUM | 0.00% | $354 | 18 | Q3 2025OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $466 | 50 | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $3,734 | 401 | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.00% | $270 | 29 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $521 | 56 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $35,423 | 3.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $94,482 | 10.1K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $2,853 | 306 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $78,420 | 6.4K | Q4 2025OLDER |
| Caitlin John, LLC$167M AUM | 0.00% | $130 | 14 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $276,090 | 29.7K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.00% | $5,381 | 578 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $418,969 | 45.0K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $4,430 | 404 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $1,853 | 199 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $868 | 93 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $35,868 | 3.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $634,752 | 52.2K | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $1,272 | 139 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $49,296 | 5.3K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $117,896 | 12.7K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $2,400 | 197 | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $156,972 | 16.9K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $6,331 | 680 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $264,283 | 13.4K | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $1,366 | 147 | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $94 | 10 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $150 | 16 | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $652 | 70 | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $79 | 4 | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $5,465 | 587 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $745 | 80 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $1,192 | 128 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $29,336 | 3.2K | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $37 | 4 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $349 | 44 | Q2 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $1,862 | 200 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $866 | 93 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $6,294 | 676 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $2,076 | 223 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $122,975 | 10.1K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $61 | 5 | Q4 2025OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $15 | 1 | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $3,259 | 268 | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $777 | 40 | Q3 2025OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.00% | $15 | 1 | Q4 2025OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $10 | 1 | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $112 | 12 | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $93 | 10 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1,871 | 201 | Q1 2026OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.00% | $10 | 1 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1,411 | 116 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $4,124 | 443 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3,467 | 185 | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $486 | 40 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6,000 | 610 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $11,913 | 1.3K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $37 | 4 | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.00% | $4 | 0 | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $10 | 1 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $9 | 1 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3 | 0 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.